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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

903 hedge funds and large institutions have $15.2B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 388 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+52
Holders Change %
+6.11%
% of All Funds
12.11%
Holding in Top 10
145
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.94%
New
130
Increased
388
Reduced
329
Closed
64
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
+$388K

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$227M
2
Morgan Stanley
Morgan Stanley
New York
$845M
3
Cerity Partners
Cerity Partners
New York
$249M
4
LPL Financial
LPL Financial
California
$725M
5
CI
CX Institutional
Indiana
$156M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$480M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$158M
3
PCIG
Partners Capital Investment Group
Massachusetts
$26.4M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
EIC
Equity Investment Corp
Georgia
$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$9.75M -$6.38M -63,342 -40%
CW
227
Code Waechter
Florida
$9.72M +$9.72M +96,559 New
FFA
228
First Foundation Advisors
California
$9.62M -$262K -2,605 -3%
PIN
229
Prudent Investors Network
California
$9.49M -$1.07M -10,592 -10%
CAWM
230
Capital Advisors Wealth Management
Washington
$9.41M +$4.31M +42,810 +85%
SPW
231
Sonoma Private Wealth
California
$9.38M +$4.12M +40,892 +78%
MWA
232
Motive Wealth Advisors
Michigan
$9.24M -$706K -7,007 -7%
NA
233
NewEdge Advisors
Louisiana
$9.14M +$700K +6,954 +8%
WIA
234
Wealthedge Investment Advisors
New York
$9.08M +$6.98M +69,296 +332%
EB
235
Emprise Bank
Kansas
$9.03M -$2.13M -21,131 -19%
PA
236
PFG Advisors
Arizona
$8.98M +$7.07M +70,226 +370%
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$8.96M +$425K +4,218 +5%
WG
238
Watchman Group
Texas
$8.95M +$2.95M +29,333 +49%
MIM
239
Montgomery Investment Management
Maryland
$8.81M +$4.18M +41,480 +90%
FF
240
Farrow Financial
Vermont
$8.72M +$926K +9,200 +12%
SW
241
SVB Wealth
Massachusetts
$8.71M -$9.32M -92,574 -52%
CA
242
Clearstead Advisors
Ohio
$8.51M -$1.73M -17,200 -17%
SWP
243
Stratos Wealth Partners
Ohio
$8.48M +$319K +3,170 +4%
JE
244
JMAC Enterprises
Pennsylvania
$8.43M +$3.43M +34,043 +68%
CWM
245
Centric Wealth Management
Illinois
$8.43M +$4.32M +42,975 +105%
CF
246
Centaurus Financial
California
$8.39M -$1.73M -17,149 -17%
PAS
247
Park Avenue Securities
New York
$8.36M +$7.21M +71,626 +626%
BCI
248
Brinker Capital Investments
Pennsylvania
$8.32M -$3.48M -34,562 -29%
TW
249
Trajan Wealth
Arizona
$8.3M +$661K +6,568 +9%
MWM
250
Mascoma Wealth Management
New Hampshire
$8.28M -$269K -2,670 -3%
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